Institutions / SEGALL BRYANT & HAMILL, LLC / Holdings

Segall Bryant & Hamill, LLC

All holdings · as of Mar 31, 2026

Company	Class	Value ↓	Shares	% of portfolio
NVIDIA Corp	—	$114.79M	658,200	1.6%
Apple Inc.	—	$94.97M	374,207	1.4%
MICROSOFT CORP	—	$90.84M	245,390	1.3%
Valmont Industries Inc	—	$88.80M	222,248	1.3%
LITTELFUSE INC /DE	—	$80.18M	236,284	1.1%
Ingevity Corp	—	$79.00M	1,109,048	1.1%
Amazon.com Inc	—	$73.25M	351,689	1.0%
MERCURY SYSTEMS INC	—	$68.16M	934,824	1.0%
Ensign Group Inc/The	—	$63.62M	315,719	0.9%
Element Solutions Inc	—	$62.11M	1,819,380	0.9%
SouthState Bank CorpSSB	Common Stock	$57.17M	617,871	0.8%
ONTO INNOVATION INC.	—	$56.54M	275,689	0.8%
IPG PHOTONICS CORP	—	$53.80M	469,471	0.8%
RBC Bearings Inc	—	$53.13M	97,826	0.8%
Ameris Bancorp	—	$52.85M	677,608	0.8%
SEACOAST BANKING CORP OF FLORIDA	—	$52.40M	1,729,851	0.8%
Alphabet Inc.	—	$51.50M	179,513	0.7%
Alphabet Inc.	—	$51.40M	178,753	0.7%
GLACIER BANCORP, INC.	—	$49.78M	1,114,326	0.7%
MACOM Technology Solutions Holdings, Inc.	—	$49.24M	221,729	0.7%
Materion Corp	—	$48.36M	334,337	0.7%
Capri Holdings Ltd	—	$48.19M	2,734,735	0.7%
AZZ INC	—	$47.72M	381,362	0.7%
TEREX CORP	—	$47.43M	802,573	0.7%
MCKESSON CORP	—	$47.18M	54,515	0.7%
TIMKEN CO	—	$45.41M	451,516	0.7%
STAG Industrial, Inc.	—	$44.97M	1,247,215	0.6%
LATTICE SEMICONDUCTOR CORP	—	$44.88M	483,876	0.6%
EAGLE MATERIALS INC	—	$44.79M	236,441	0.6%
CHEVRON CORP	—	$44.50M	215,063	0.6%
FRANKLIN ELECTRIC CO INC	—	$44.42M	481,906	0.6%
Visa Inc	—	$43.61M	144,297	0.6%
MOOG INC.	—	$43.30M	147,960	0.6%
AdaptHealth Corp.	—	$41.40M	3,478,592	0.6%
BELDEN INC.	—	$40.46M	352,324	0.6%
Enpro Inc	—	$40.44M	161,327	0.6%
ATI Inc	—	$40.35M	277,371	0.6%
TEXAS CAPITAL BANCSHARES INC/TX	—	$38.18M	402,395	0.5%
Matador Resources Co	—	$38.14M	603,703	0.5%
EnerSys	—	$38.08M	219,223	0.5%
Arista Networks, Inc.ANET	Common Stock	$37.95M	309,050	0.5%
MURPHY OIL CORP	—	$36.59M	886,984	0.5%
MODINE MANUFACTURING CO	—	$36.36M	167,769	0.5%
DESCARTES SYSTEMS GROUP INC	—	$35.13M	490,898	0.5%
Crescent Energy Co	—	$35.02M	2,594,152	0.5%
National Bank Holdings Corp	—	$34.67M	885,370	0.5%
Core Scientific, Inc./tx	—	$34.49M	2,305,498	0.5%
VANGUARD FTSE DEVELOPED ETF	—	$34.15M	532,920	0.5%
CASELLA WASTE SYSTEMS INC	—	$33.85M	426,703	0.5%
ALLEGRO MICROSYSTEMS INC	—	$32.95M	1,044,984	0.5%